Four Rivers Combined 401(K) Plan — Form 5500 plan (Western Kentucky Regional Mental Health Mental Retardation Advisory)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Four Rivers Combined 401(K) Plan is a benefit plan reported by Western Kentucky Regional Mental Health Mental Retardation Advisory under EIN 61-0659633 and plan number 001. The latest loaded filing year is 2023. The filing reports 296 participants and $4,178,941 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Kentucky Regional Mental Health Mental Retardation Advisory
- EIN
- 61-0659633
- Plan number
- 001
- Plan type
- 2
- Location
- Paducah, KY
- Latest filing year
- 2023
- Participants
- 296
- End-of-year plan assets
- $4,178,941
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 296 | H, C | 20240912073404NAL0018278674001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,178,941
- Net assets (EOY)
- $4,178,941
- Net assets (BOY)
- $3,568,170
Income & contributions
- Employer contributions
- $115,090
- Participant contributions
- $251,015
- Total contributions
- $438,805
- Total income / additions
- $1,032,915
Expenses & distributions
- Benefits paid
- $370,838
- Administrative expenses
- $51,306
- Total expenses
- $422,144
- Net increase / (decrease)
- $610,771
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions L | RECORDKEEPER | $23,238 | $0 | 2023 |
| Blue & Company LLC | AUDIT | $10,250 | $0 | 2023 |
| Argi Investment Services LLC | INVESTMENT ADVISORY-PLAN | $8,304 | $0 | 2023 |
| Anew 401k Tpa LLC | TPA | $4,666 | $203 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY-PLAN | $4,848 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Western Kentucky Regional Mental Health Mental Retardation Advisory
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Paducah, KY
- Transamerica Retirement Solutions L — Schedule C compensation
- Blue & Company LLC — Schedule C compensation
- Argi Investment Services LLC — Schedule C compensation
- Anew 401k Tpa LLC — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation